Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.42%
6 Months
25.88%
2.89%
1 Year
19.47%
2.59%
3 Years
25.74%
10.39%
5 Years
—
8.86%
Since Inception
23.24%
11.13%
Fund Age
3 yrs 1 mo
5 yrs 6 mo
AUM
₹507.13 Cr
₹63.54 Cr
Alpha – 1 Year
16.49%
−0.39%
Alpha – 3 Years
13.85%
−1.50%
Information Ratio – 3 Years
0.94
-0.34
Volatility – 1 Year
20.27%
16.68%
Volatility – 3 Years
18.08%
13.79%
Beta – 1 Year
0.86
0.95
Beta – 3 Years
0.86
0.88
Sharpe Ratio – 1 Year
0.71
-0.09
Sharpe Ratio – 3 Years
1.07
0.40
Worst Rolling Year
22.47%
6.98%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−15.31%
Recovery Period
427 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 69% · M 25% · S 5%
Number of Stocks
20
40
Portfolio P/E
45.78
30.67
Top 5 Holdings
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%